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Author Archive - Jose Karlo Mari Tottoc

1 Main Capital Partners’ Q2 2022 Investor Letter

1 Main Capital Partners, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 9 - Hedge Fund Investor Letters, News

Is it a Good Move to Invest in Deere & Co. (DE)?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 8 - Hedge Fund Investor Letters, News

Should You Consider Buying Hasbro (HAS) Shares?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 8 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in United Parcel Service (UPS)?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 8 - Hedge Fund Investor Letters, News

Is it Safe to Invest in AES?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 8 - Hedge Fund Investor Letters, News

Is Sherwin-Williams (SHW) a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 8 - Hedge Fund Investor Letters, News

Is it “Take-Profit” Time for Your NXP Semiconductors (NXPI) Stake?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 8 - Hedge Fund Investor Letters, News

Amazon (AMZN) Landed in ClearBridge Investment’s Detractors List

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

Is it Safe to Invest in Ulta Beauty (ULTA)?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in DexCom (DXCM)?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

Is Nvidia (NVDA) a Great Investment Choice?

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

ClearBridge Investments Large Cap Growth ESG Strategy’s Q2 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Large Cap Growth ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

Is it a Good Move to Invest in Bank of America (BAC)?

ClearBridge Investments, an investment management firm, published its “Dividend Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 5 - Hedge Fund Investor Letters, News

ClearBridge Investments Dividend Strategy Portfolio’s Q2 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Dividend Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 5 - Hedge Fund Investor Letters, News

Should You Consider Investing in Taiwan Semiconductor (TSM)?

ClearBridge Investments, an investment management firm, published its “International Growth EAFE Strategy” second quarter 2022 investor letter – a copy of which can be ...

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August 5 - Hedge Fund Investor Letters, News

Is CAE a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “International Growth EAFE Strategy” second quarter 2022 investor letter – a copy of which can be ...

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August 5 - Hedge Fund Investor Letters, News

Should You Consider Investing in Linde (LIN)?

ClearBridge Investments, an investment management firm, published its “International Growth EAFE Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

ClearBridge Investments International Growth EAFE Strategy’s Q2 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “International Growth EAFE Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

Is it Wise to Invest in SolarEdge (SEDG)?

ClearBridge Investments, an investment management firm, published its “International Growth EAFE Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 5 - Hedge Fund Investor Letters, News

ClearBridge Investments: “CrowdStrike (CRWD) Continues to Execute Well”

ClearBridge Investments, an investment management firm, published its “Aggressive Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 4 - Hedge Fund Investor Letters, News

Here’s What Makes Airbnb (ABNB) a Great Investment Choice

ClearBridge Investments, an investment management firm, published its “Aggressive Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 4 - Hedge Fund Investor Letters, News

ClearBridge Investments: “Snowflake (SNOW) has Significant Room for Free Cash Flow Margin Expansion”

ClearBridge Investments, an investment management firm, published its “Aggressive Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 4 - Hedge Fund Investor Letters, News

Is Diageo (DEO) a Smart Long-Term Buy?

ClearBridge Investments, an investment management firm, published its “Aggressive Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 4 - Hedge Fund Investor Letters, News

Should You Now Consider Selling Your Ball Corp. (BALL) Position?

NZS Capital, an investment management firm, published its "Growth Equity Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

ClearBridge Investments Aggressive Growth Strategy’s Q2 2022 Investor Letter

ClearBridge Investments, an investment management firm, published its “Aggressive Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...

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August 4 - Hedge Fund Investor Letters, News

NZS Capital Growth Equity Fund’s Q2 2022 Investor Letter

NZS Capital, an investment management firm, published its "Growth Equity Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Maran Capital: “Clarus (CLAR) has Continued to Perform Well and Beat Expectations”

Maran Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Maran Capital: “Cadre (CDRE)’s Outlook Remains Bright”

Maran Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Maran Capital’s Q2 2022 Investor Letter

Maran Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Bronte Capital: “We Think We Will Make Money in Meta (FB), But We are Not Sure”

Bronte Capital, an investment management firm, published its “Amalthea Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Bronte Capital Amalthea Fund’s Q2 2022 Investor Letter

Bronte Capital, an investment management firm, published its “Amalthea Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Here’s What Makes Perrigo (PRGO) a Great Investment Option

Sound Shore Fund, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Merck & Co. (MRK)

Sound Shore Fund, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Sound Shore Fund’s Q2 2022 Investor Letter

Sound Shore Fund, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Is Ferguson (FERG) a Smart Long-Term Buy?

Right Tail Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Right Tail Capital’s Q2 2022 Investor Letter

Right Tail Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 3 - Hedge Fund Investor Letters, News

Is it Still Safe to Own Jackson Financial (JXN) Shares?

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Should You Now Dispose Your Bed Bath & Beyond (BBBY) Shares?

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Miller Value Partners’ Top Detractor: Endo International (ENDP)

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Is Home Point Capital (HMPT) a Smart Long-Term Buy?

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Alliance Resource Partners (ARLP)?

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Miller Value Partners’ Top Contributor: H&R Block (HRB)

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in The Buckle (BKE)

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Miller Value Partners Income Strategy’s Q2 2022 Investor Letter

Miller Value Partners, an investment management firm, published its “Miller Value Partners Income Strategy” second-quarter 2022 investor letter – a copy of which can be ...

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August 2 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in TechnipFMC (FMC)?

Miller Value Partners, an investment management firm, published its “Miller Value Partners Deep Value Strategy” second-quarter 2022 investor letter – a copy of which can...

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August 2 - Hedge Fund Investor Letters, News

Is it a Wise Move to Invest in Nabors Industries (NBR)?

Miller Value Partners, an investment management firm, published its “Miller Value Partners Deep Value Strategy” second-quarter 2022 investor letter – a copy of which can...

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August 2 - Hedge Fund Investor Letters, News

Miller Value Partners: “QUAD’s Share Price Looks Significantly Mispriced”

Miller Value Partners, an investment management firm, published its “Miller Value Partners Deep Value Strategy” second-quarter 2022 investor letter – a copy of which can...

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August 2 - Hedge Fund Investor Letters, News

Should You Now Consider Disposing Your Gannett (GCI) Position?

Miller Value Partners, an investment management firm, published its "Miller Value Partners Deep Value Strategy" second-quarter 2022 investor letter – a copy of which can be ...

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August 1 - Hedge Fund Investor Letters, News

Miller Value Partners Deep Value Strategy’s Q2 2022 Investor Letter

Miller Value Partners, an investment management firm, published its "Miller Value Partners Deep Value Strategy" second-quarter 2022 investor letter – a copy of which can be ...

Keep Reading →

August 1 - Hedge Fund Investor Letters, News

Is it a Good Move to Invest in NeoGames (NGMS)?

Alta Fox Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 1 - Hedge Fund Investor Letters, News

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